Search found 605 matches
- Mon Mar 31, 2025 7:20 am
- Forum: Gold
- Topic: The GOLD scream room
- Replies: 3953
- Views: 2653526
Re: The GOLD scream room
In 1980 gold was high, 2000 it was low. Plot a inflation adjusted chart for the price of gold since 1980 and recently its "up-there" (high). Much fear/concerns coupled with the realization that bitcoin isn't all it was thought it would be - isn't anonymous/safe (can't beat physical in-hand...
- Sat Mar 29, 2025 3:08 pm
- Forum: Politics
- Topic: Yet more (but not unexpected) amateur hour from Trump and his nothing but the best team!
- Replies: 104
- Views: 80544
Re: Yet more (but not unexpected) amateur hour from Trump and his nothing but the best team!
But be careful what you wish for. Good luck with Russia and China as your "friends." Too me it seems unwise to choose them because the U.S. president is rude. Trump talks about how he wants, even needs Greenland. Putin actually seizes territory. China is colonizing parts of Africa and the...
- Sat Mar 29, 2025 8:30 am
- Forum: Politics
- Topic: Yet more (but not unexpected) amateur hour from Trump and his nothing but the best team!
- Replies: 104
- Views: 80544
Re: Yet more (but not unexpected) amateur hour from Trump and his nothing but the best team!
I wonder if the NATO "attack against one is an attack against all" provisions contemplated the possibility that a NATO member could be the attacker? NATO is pretty much now a remnant, the EU+others will spend/develop their own independent umbrella. SWIFT will decline as the EU also aligns...
- Fri Mar 28, 2025 2:13 pm
- Forum: Politics
- Topic: Yet more (but not unexpected) amateur hour from Trump and his nothing but the best team!
- Replies: 104
- Views: 80544
Re: Yet more (but not unexpected) amateur hour from Trump and his nothing but the best team!
I actually don't mind a good attempt at shaking some things up. I wouldn't argue that quite a bit of the world has enjoyed a relatively benign environment thanks to the US taxpayer and military. As a result, many countries haven't taken their own security very seriously and have been able to freelo...
- Fri Mar 28, 2025 9:52 am
- Forum: Gold
- Topic: The GOLD scream room
- Replies: 3953
- Views: 2653526
Re: The GOLD scream room
... There's more gold vaulted in London ... London claimed 8,477 tonnes at the start of March. The LBMA doesn't offer any breakdown on how much of that is actually unencumbered and available to the market (not owned by ETFs, central banks, bullion banks, etc.). The LBMA's technical default with T+6...
- Fri Mar 28, 2025 9:18 am
- Forum: Permanent Portfolio Discussion
- Topic: Return Stacking Strategy Applied to HB-PP
- Replies: 6
- Views: 8074
Re: Return Stacking Strategy Applied to HB-PP
Deposit money in a bank and it becomes the banks money. Buy some shares and the stock register doesn't have your name recorded as a shareholder, its the brokers choice of entity/custodian whose name is registered. Buy Treasury's and you're lending to someone who has a money printing press and as suc...
- Thu Mar 27, 2025 3:37 pm
- Forum: Politics
- Topic: Tariffs a 'Back Breaker' for Global Auto Industry: Dan Ives
- Replies: 5
- Views: 7204
Re: Tariffs a 'Back Breaker' for Global Auto Industry: Dan Ives
Recession for one, a boom for anotherochotona wrote: ↑Thu Mar 27, 2025 3:09 pm https://youtu.be/dFvx327UxDc?si=ZgZksiMvxlfLP09M
recession incoming... a bad one
100% Made in America

- Thu Mar 27, 2025 12:35 pm
- Forum: Permanent Portfolio Discussion
- Topic: Return Stacking Strategy Applied to HB-PP
- Replies: 6
- Views: 8074
Re: Return Stacking Strategy Applied to HB-PP
Is that not just a form of leverage? 25/75 3x stock (SPXL)/gold (75% long stock/75% gold, 50% borrowed) instead of 1x stock (100% S&P500). A PP comprised of 6/44/25/25 3x stock/gold/TLT/T-Bills instead of 25% each in S&P500/gold/TLT/T-Bills Near-as no difference in risk/rewards https://www.p...
- Tue Mar 25, 2025 6:40 pm
- Forum: Politics
- Topic: Yet more (but not unexpected) amateur hour from Trump and his nothing but the best team!
- Replies: 104
- Views: 80544
Re: Yet more (but not unexpected) amateur hour from Trump and his nothing but the best team!
I’m an Anglophile and have dreamed of living in England every since I visited in ‘90-‘91. But, maybe I need to wait for the pendulum to swing back. Some city boroughs have social housing occupancy levels in excess of 70% by individuals that weren't born in England. Much of social care is being prov...
- Tue Mar 25, 2025 11:48 am
- Forum: Politics
- Topic: Yet more (but not unexpected) amateur hour from Trump and his nothing but the best team!
- Replies: 104
- Views: 80544
Re: Yet more (but not unexpected) amateur hour from Trump and his nothing but the best team!
Trump may have an okay economic team if they can just get the correct tariffs all squared away so we start making the important stuff at home again. It's an okay economic team if you like engendering an economic slowdown. (oh wait, Dear Leader forbids that word) It's an okay economic team if you li...
- Tue Mar 25, 2025 7:23 am
- Forum: Politics
- Topic: Yet more (but not unexpected) amateur hour from Trump and his nothing but the best team!
- Replies: 104
- Views: 80544
Re: Yet more (but not unexpected) amateur hour from Trump and his nothing but the best team!
Trump may have an okay economic team if they can just get the correct tariffs all squared away so we start making the important stuff at home again. It's an okay economic team if you like engendering an economic slowdown. (oh wait, Dear Leader forbids that word) It's an okay economic team if you li...
- Sun Mar 23, 2025 9:48 am
- Forum: Politics
- Topic: Yes America, Trump and Trumpism are here to stay
- Replies: 39
- Views: 26668
Re: Yes America, Trump and Trumpism are here to stay
His behavior has become more and more comic book like. Cognitive decline with age more often is dismissed with others just looking at each other and raising their eyebrows. As is repeatedly restating inaccuracies or changing with the wind. As a head of anything - not good https://i.ibb.co/Xr8p6LM7/...
- Sun Mar 23, 2025 4:50 am
- Forum: Politics
- Topic: Yes America, Trump and Trumpism are here to stay
- Replies: 39
- Views: 26668
Re: Yes America, Trump and Trumpism are here to stay
Albeit indirectly, Putin bought Trumps properties for twice the market rate and as such Trump is indebted. Putin also makes long speeches that many seem compelled to intensely watch.
- Sun Mar 23, 2025 4:39 am
- Forum: Gold
- Topic: The GOLD scream room
- Replies: 3953
- Views: 2653526
Re: The GOLD scream room
"* Gold movements during the Civil War were a complicated business—more than Lincoln acknowledged and more than may interest the lay reader. From the time the shooting started, large volumes of metal left San Francisco for foreign ports, much of it ultimately reaching China and other countries...
- Wed Mar 19, 2025 5:37 am
- Forum: Gold
- Topic: The GOLD scream room
- Replies: 3953
- Views: 2653526
Re: The GOLD scream room
Thanks! I do check in now and then but I haven't posted in a while.... Anyway, no rebalancing yet. Sitting tight. Wondering what everyone else is doing? Monthly directed withdrawals has been enough (partial) rebalancing it itself for me (reducing the most-above target weighting at the time). As mig...
- Wed Mar 19, 2025 5:32 am
- Forum: Politics
- Topic: Yes America, Trump and Trumpism are here to stay
- Replies: 39
- Views: 26668
Re: Yes America, Trump and Trumpism are here to stay
Alienating allies, demising trust in NATO, subjugating the US to Russia ... interesting times. It would be nice if Trump washed more often rather than leaving all the evidence of his brown nosing Putin written all over his face (perhaps Putin insists, as a badge, that he does not wash) https://i.pos...
- Fri Mar 14, 2025 3:20 pm
- Forum: Gold
- Topic: The GOLD scream room
- Replies: 3953
- Views: 2653526
- Fri Mar 14, 2025 11:24 am
- Forum: Permanent Portfolio Discussion
- Topic: Bridgewater All Weather ETF
- Replies: 42
- Views: 24177
- Mon Mar 10, 2025 2:03 pm
- Forum: Politics
- Topic: Putin Invades Ukraine II
- Replies: 1386
- Views: 1485288
Re: Putin Invades Ukraine II
How drone combat in Ukraine is changing warfare
https://youtu.be/dO9xh_1p1G4
Ukraine is now geared up and producing millions of them, I believe often with explosives provided by Russia in the way of repurposed land mines explosives.
https://youtu.be/dO9xh_1p1G4
Ukraine is now geared up and producing millions of them, I believe often with explosives provided by Russia in the way of repurposed land mines explosives.
- Mon Mar 10, 2025 1:46 pm
- Forum: Gold
- Topic: Crypto (IBIT) Vs. Gold (IAUM): Which Is The Better Hedge?
- Replies: 4
- Views: 10763
Re: Crypto (IBIT) Vs. Gold (IAUM): Which Is The Better Hedge?
I am Steven Cress, Head of Quantitative Strategies at Seeking Alpha. I manage the quant ratings and factor grades on stocks and ETFs in Seeking Alpha Premium. I also lead Alpha Picks, which selects the two most attractive stocks to buy each month, and also determines when to sell them. With over 30...
- Mon Mar 10, 2025 1:43 am
- Forum: Cash
- Topic: Trump says he has directed US Treasury to stop minting new pennies, citing rising cost
- Replies: 42
- Views: 29300
Re: Trump says he has directed US Treasury to stop minting new pennies, citing rising cost
Copper pennies are no longer (solid) copper. Silver and gold coins - worth their weight are no longer common currency. Bank deposits are no longer a service to secure your money but are you lending to the bank, often at relatively low rates of interest. Even stock shares are more commonly not regist...
- Mon Mar 10, 2025 1:18 am
- Forum: Cash
- Topic: Trump says he has directed US Treasury to stop minting new pennies, citing rising cost
- Replies: 42
- Views: 29300
Re: Trump says he has directed US Treasury to stop minting new pennies, citing rising cost
😂 Is there really a difference? It’s ok, you’re safe. In the UK you won’t get a visit from the Met unless you complain about Muslims. The younger generations have accepted loss of freedoms, are all too willing to sell their soul in return for 'free' Google/social media/whatever services. Be monitor...
- Mon Mar 10, 2025 12:56 am
- Forum: Variable Portfolio Discussion
- Topic: ex-US stocks rising
- Replies: 34
- Views: 34024
Re: ex-US stocks rising
I think the stock/bond/cash portions of the PP should be in the market of whatever economy the investor's expenses are in. This is easy for the US investor. Could be less easy for investors in countries that don't have a large stock market. For larger stocks with international business/exposure it ...
- Sat Mar 08, 2025 12:18 pm
- Forum: Cash
- Topic: Trump says he has directed US Treasury to stop minting new pennies, citing rising cost
- Replies: 42
- Views: 29300
Re: Trump says he has directed US Treasury to stop minting new pennies, citing rising cost
I was saddened to see the former assassination attempts upon Trump. Now after he's withdrawn intelligence sharing support for Ukraine that Russia is exploiting massively to kill Ukrainian women/children I'm starting to regret that the attempts weren't successful. It’s funny- I’ve seen the same bloo...
- Sat Mar 08, 2025 12:12 pm
- Forum: Variable Portfolio Discussion
- Topic: BTC in the PP
- Replies: 451
- Views: 472767
Re: BTC in the PP
I don't know which economic regime that bitcoin can be expected to do well in: prosperity, recession, inflation, deflation? How can I place it in the PP if I cannot definitively answer that question? I sometimes hear bitcoin referred to as a form of "digital" gold. Other times I hear bitc...